Facilities Template - Dashboard
This template belongs to the Dashboard category in the Service Apps templates. It is dedicated to the management of general services and presents the different dashboards available to managers.
It is shipped in a single version that is:
- Responsive: Automatic scaling of the app based on the device used, e.g. workstation, smartphone, tablet, etc.
- Multilingual: The six main languages managed by Service Manager are available in the standard version.
Best Practice
- This template is available in two other formats in order to offer different approaches.
- Back Office app designed for Support technicians.
See the Facilities - Back Office template - Portal app designed for users. See the Facilities - Portal template
- Back Office app designed for Support technicians.
List of functionalities
| Functionalities | Notes | |
|---|---|---|
Main page
|
Procedure: How to create an app using this template
ProcedureStep1_CreatingApp
Step 1: Creating the app in Service Apps
1. Click 
Create App in the App Gallery toolbar.
The template library will appear.
2. Select the template you want.
- A new app will automatically be created using the template.
- It will appear in the Design pane.
Step 2: Import trends and reports to Service Manager
Step 2.a: Import trends
1. Download the file below to your workstation.
- APPS - Work Orders - All - In Progress
- APPS - Work Orders - All - In Progress - VIP
- APPS - Work Orders - All - Late
- APPS - Work Orders - All - Pending
2. Import the downloaded file to Service Manager by selecting Administration > Import / Export > Import in the menu.
3. Enable the trends by selecting Administration > Trends > Trends in the menu.
Step 2.b: Import reports
1. Download the file below to your workstation.
Note: Parent queries are not exported with reports. As such, any modifications made will not be overwritten when you import reports.
- APPS - Work Orders
2. Import the downloaded file to Service Manager by selecting Administration > Import / Export > Import in the menu.
ProcedureStep3_FinalizingApp
Step 3: Finalizing the creation of the new app
1. Click 
to display the general properties of the app.
- You can rename the app.
- You can select the image associated with the app from the App Gallery in the Apps Icon tab.
- You can select the icon to be displayed in the tab bar of the Web browser or as a shortcut on the Desktop in the Favicon tab.
- You can modify the default theme.
2. Click 
to make the required translations in the Objects pane. See the multilingual management of the apps.
3. Distribute the new app to users.
- Assign access rights to the relevant users or teams.
- Create the shortcut pointing to your app.
- Click
to send the shortcut to users.
List of files to download
Note: See the procedure for installing them.